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Briaud Financial Planning’s Ramaco Resources Class B METCB Stock Holding History

Briaud Financial Planning’s Portfolio METCB Stock Details METCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-93
Closed – – 222
2025
Q2 		$0 Hold
93
– – ﹤0.01% 361
2025
Q1 		$0 Buy
93
+50
+116% +$420 ﹤0.01% 214
2024
Q4 		$0 Buy
+43
New +$417 ﹤0.01% 199

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YEPI
Yorktown Energy Partners IX New York $57.5M AUM 108.66% 1-Year Est. Return
YEPX
Yorktown Energy Partners X New York $69.5M AUM 143.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Acuitas Investments Seattle, Washington $1.41M AUM 48.57% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Briaud Financial Planning's METCB Position: Q3 2025 in Review

Briaud Financial Planning sold out of Ramaco Resources Class B (METCB) in Q3 2025, closing a stake of 93 shares.

Briaud Financial Planning first reported a position in METCB in Q4 2024 and held it in 3 quarters. The position peaked at $0 in Q2 2025. 86 funds tracked by Wall St. Rank hold METCB as of Q3 2025.

  • Briaud Financial Planning reported no remaining Ramaco Resources Class B position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 93 Ramaco Resources Class B shares in Q3 2025.
  • Briaud Financial Planning first reported a position in Ramaco Resources Class B in Q4 2024 and held it in 3 quarters.
  • Briaud Financial Planning's Ramaco Resources Class B position peaked at $0 in Q2 2025.
  • 86 funds tracked by Wall St. Rank held Ramaco Resources Class B as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.